Steve Vachon, Senior Analyst

About Steve Vachon, Senior Analyst

Steve Vachon is a senior analyst in TBR’s Telecom Practice and serves as the research lead for the company’s telecom operator portfolio. Steve provides syndicated coverage of companies including Alphabet, AT&T, Comcast, T-Mobile and Verizon. He also authors TBR’s U.S. Mobile Operator Benchmark and co-authors TBR’s 5G Telecom Market Landscape and Telecom Edge Compute Market Landscape. Additionally, Steve collaborates with colleagues on TBR’s custom research projects. Steve has been quoted by major news sites such as eWEEK, Computerworld, FierceTelecom, Wireless Week and SDxCentral.

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Entries by Steve Vachon, Senior Analyst

Deeper convergence of mobility, broadband and video services creates revenue opportunities and disruption for CSPs

12.27.18 /0 Comments/in Blog /by Steve Vachon, Senior Analyst

The digital era is bringing fundamental, disruptive changes to traditional business models for communication service providers (CSPs), including telecom operators and cable providers, as the mobility, broadband and video industries converge more deeply. These shifts are driven by the following trends, which will gain further traction over the next several years: The rise of cable […]

Opportunities for wireless subscriber growth remain plentiful for U.S. operators

12.14.18 /0 Comments/in Special Reports /by Steve Vachon, Senior Analyst

Cable providers are disrupting the U.S. wireless market Subscriber growth for U.S. Tier 1 operators is being limited by the growing momentum of Comcast’s Xfinity Mobile brand, which outperformed AT&T and Sprint in postpaid phone net additions in 3Q18 and now has a base of over 1 million subscribers. Xfinity Mobile will become a stronger […]

2018 5G Americas Analyst Forum

10.31.18 /0 Comments/in Special Reports /by Steve Vachon, Senior Analyst

5G will provide network efficiencies for telcos as they anticipate next-generation use cases Given the introduction of Verizon’s (NYSE: VZ) 5G Home fixed wireless service in October, as well as the upcoming launch of AT&T’s and T-Mobile’s mobile 5G networks by the end of 2018, the 5G era is edging closer to reality after years […]

Webscale competition increases among carrier cloud providers

10.22.18 /0 Comments/in Special Reports /by Steve Vachon, Senior Analyst

Combined Cloud as a Service revenue for telecom operators in Technology Business Research Inc.’s (TBR) 2Q18 Carrier Cloud Benchmark rose 26.3% year-to-year in 2Q18 due to strategic acquisitions and alliances, investments in new data centers, and portfolio expansion in growth segments such as SaaS and hybrid cloud. All benchmarked companies sustained year-to-year Cloud as a […]